Richard A. Morris is principal of Resource for Ownership Intelligence (ROI) Consulting, which helps family-business owners pass their businesses to subsequent generations. He is also an adjunct professor at Lake Forest Graduate School of Management. Morris has been quoted in numerous media and is a frequent contributor to various business publications. He received his MBA from Northwestern University. He lives in Chicago.
Jayne A. Pearl has been a financial journalist for nearly thirty years, focusing on family business and advising parents about children and money. She has been quoted extensively in print and television media. She was a senior editor at Family Business magazine and also worked at Forbes. Pearl is the author of Kids and Money. She lives in Amherst, Massachusetts.
(James E. Hughes Jr.
SECTION I: Financial Choices.
1 Calculating Your Family's Future.
2 To Trust and How to Trust.
3 Portfolio Management.
SECTION II: Intellectual Choices.
4 Financial Literacy.
5 Skills and Experience.
6 Goals and Purpose.
SECTION III: Spiritual/Emotional Choices.
7 Success and Happiness.
9 Navigating the High–Net Worth Environment.
SECTION IV: Integrating Your Choices.
10 The Family Glue.
11 Pulling It Together.